Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
Index Ventures
Activity from announced rounds
- Rounds participated in
- 52
- Confirmed lead rounds
- 3 40 roles undisclosed
- New companies
- 49 First participation on record · 3 follow-on
- Funding in participating rounds
- $9B 52 disclosed · full round size, not this investor’s share
By stage
1 more
By primary sector
10 more
By country
4 more
Rounds
52 in this selectionTokenized money-market infrastructure that gives businesses and investors access to cash yield.
AI operators monitor business KPIs and take action to protect revenue or find growth opportunities.
An agentic risk and compliance platform that helps financial institutions investigate cases and run KYC, sanctions and monitoring policies with an auditable record.
A health-benefits platform that lets employers set healthcare budgets while employees choose insurance and eligible care to fit their needs.
Ferry is an AI healthcare-navigation assistant that helps patients find suitable in-network providers and schedule care. It handles the back-and-forth by checking specialty and location fit, contacting provider offices by phone and completing appointment booking by text; it reaches patients through partnerships with health systems and insurers.
Nomos supplies energy products through partner brands and runs the regulated electricity operations behind them.
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
Provides enterprise AI agent platform for automating workflows and customer service
Develops a personal AI assistant that carries out everyday tasks through text and phone calls.
Wordsmith provides a secure AI workplace that helps in-house legal teams work with AI on their legal matters.
Intelligence builds AI evaluation products, including Design Arena, where people compare generated designs and provide preference feedback.
Simulated users for marketing and product research
Research lab developing intuitive interfaces for robots
Platform for specialized intelligence enabling companies to train and serve custom models
AI operating and decisioning system for financial services
BRINC is an American developer of technology in the service of public safety
Building AI models to accelerate pre-clinical drug discovery
Builds quantum computers using lasers to hold individual atoms in place
Provides AI-powered writing tools for writers
Alan combines health insurance, preventive services and access to care in a digital platform for employers and members.
Enables financial institutions to automate and optimize decisions with AI
Helps enterprises understand and modernise legacy ERP systems using AI agents
Manages human and AI-agent identities in a single system
Develops AI that analyses surgical video to generate operative reports and coding recommendations
Provides financial technology infrastructure for capital markets and corporate transactions
Builds AI system Faraday for humans and self-improving AI to work together on scientific discovery
Provides AI-powered indirect tax compliance platform covering determination, e-invoicing, and returns
Helps patients choose healthcare providers using data and financial incentives.
Provides AI-enabled compliance operations infrastructure for financial services